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CAPTRUST FINANCIAL ADVISORS: CGIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CGIE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 96,456 CGIE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,456 shares
    Change vs previous 13F +6,129 shares

    0.01% of the 13F portfolio, value $3,547,637.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,327 shares
    Change vs previous 13F +12,665 shares

    0.01% of the 13F portfolio, value $3,054,851.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 77,662 shares
    Change vs previous 13F +7,357 shares

    0.01% of the 13F portfolio, value $2,704,182.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 70,305 shares
    Change vs previous 13F +12,730 shares

    <0.01% of the 13F portfolio, value $2,370,690.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,575 shares
    Change vs previous 13F +5,991 shares

    <0.01% of the 13F portfolio, value $1,895,361.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,584 shares
    Change vs previous 13F +5,099 shares

    <0.01% of the 13F portfolio, value $1,512,436.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,485 shares
    Change vs previous 13F +8,418 shares

    <0.01% of the 13F portfolio, value $1,278,796.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,155,713.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).